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Is your portfolio in sync with your goals? See how rebalancing your portfolio, including reallocating stocks, bonds and cash, can be a critical step to helping you stay on track.
These flexible investments offer diversification and professional management. The key to using them well? Finding the right funds for your goals.
Growth vs. Value: Two Approaches to Stock Investing
Looking for Additional Income? Muni Bonds Might Help
Take these seven steps now, to help ensure you'll have the savings you need in the future.
Using a Rollover IRA to Consolidate Multiple Retirement Assets
6 Retirement Account Distribution Tips
While taxes shouldn't necessarily drive your investment decisions, they are an important consideration.
Mutual Funds and Taxes: A Primer to Help Lighten the Load
Tax Strategies for Retirees
Overwhelmed by the idea of paying for college? Think it’s not worth the investment? Separate the fear from the reality so you can tackle the real challenges.
Getting Your Children Involved in Saving for College
Using 529 Plans to Invest for College and Manage Wealth
Here are some ideas that may help you keep your finances on an even keel, even if your take-home pay declines.
How to Improve Your Credit Score
You and Your Budget: Live Within Your Means
Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial strategy that includes trust and estate planning.
Transferring Wealth with Multigenerational IRAs
What You Need to Know About Your Will
Representatives are available 24/7
* Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011 and 2012, based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to www.institutionalinvestor.com/TopGlobalResearch2012.
** For J.D. Power 2013 Call Center Certification ProgramSM information, visit www.jdpower.com.
Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge™ nor its Financial Solutions Advisors provide tax, accounting or legal advice.
You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.
Merrill Edge is the marketing name for two businesses: Merrill Edge Advisory Center, which offers team-based advice and guidance brokerage services; and a self-directed online investing platform. Both are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).
MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.